Trainee Financial Accountant

St. James's Place Wealth Management
Cirencester, UK
15 Jun 2019
01 Jul 2019
Contract Type
Full Time
Main Purpose of the Job:

To provide support to the SJPUK Financial Controller in the preparation of management accounts, regulatory returns and Board reports for the largest life insurance entity within the SJP Group, SJPUK.

Key Responsibilities:
  • Taking responsibility for processing all accounting information received monthly from SJPUK's third party administrators, which forms the basis of the SJPUK management accounts. This would include reviewing the information received for reasonableness and challenging it where necessary.
  • Evidencing accuracy of the monthly processing through the completion of controls packs.
  • Ensuring process notes are detailed, easy to follow and up-to-date for all key processes.
  • Being the first point of contact between the SJPUK Finance team and SJPUK's third party administrators, ensuring that communication with them is effective and that good working relationships are maintained.
  • Ensuring all information required for preparing key deliverables is received from third party administrators and different teams within SJP on a timely basis, chasing information as appropriate.
  • Acting as the Secretary for the monthly SJPUK 'reviewing the numbers' meeting, preparing the papers in advance, taking the minutes and monitoring actions.
  • Taking responsibility for the preparation of quarterly regulatory returns and Office of National Statistics returns, including ensuring the returns are appropriately reviewed by a senior member of the SJPUK Finance team.
  • Assisting the SJPUK Financial Controller with preparing the Annual Report and Accounts, including populating the document and evidencing a full audit trail, and supporting the annual audit process.
  • Supporting the SJPUK Financial Controller with the resolution of issues as they arise.
  • Completing financial due diligence reviews of third parties engaged by the wider SJP Group to ensure they are financially sound.
  • Assist the Financial Accounting team as necessary.

Required Skills:
  • Self-motivated and curious: inquisitive and finds the answers.
  • Good time management, able to follow a process and able to remain calm under time pressure.
  • Able to work both individually and within a team.
  • Credible, reliable and pragmatic.
  • Able to understand and interpret basic financial information and keen to learn more.
  • Clear and concise communication skills, both verbally and in writing.
  • Experience of using Microsoft Excel.

Required Technical Knowledge & Qualifications:
  • Prior accounting knowledge to AAT Level 3 or A-level Accounting (or equivalent).
  • Keen to progress to a full accountancy qualification (ACCA) in the role.

Special Requirements:
  • There will be occasional travel required to third-party administrator locations, which are predominantly based near Edinburgh.

Thank you for taking an interest in a career with St. James's Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation.

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box. We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start the conversation!

How we Reward You

In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including a non-contributory pension, private medical insurance for you and your family, life assurance, equity participation opportunities, and an attractive holiday allowance, to name but a few.

The Charitable Foundation

We are extremely proud of The St. James's Place Charitable Foundation. It is a grant-making charity where funds are raised and donated by the St. James's Place community. The Company matches all funds raised or donated, pound for pound and since its setup in 1992 we have raised and distributed over £70 million to good causes operating in the UK and abroad.


We are proud of the recognition we receive for the high quality advice and service we provide to our clients. Most recently, this has included being voted the: '2018 Best Private Client Investment Manager' by readers of Wealth Adviser magazine; '2018 Best Wealth Manager' by readers of Shares Magazine; '2018 Personal Finance Awards - Best Financial Adviser'by readers of Money Pagesand voted the City of London '2019 Wealth Management Company of the Year'.

Similar jobs

Similar jobs